Filed January 14, 2016 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,354 | $49,227+286.7% | $70,449+170.2% | $79,858+138.4% |
| Participation rate | 83.1% | 69.2%+13.9pp | 75.1%+8.0pp | 69.6%+13.4pp |
| Annual return | 17.13% | 30.06%-12.9pp | 109.03%-91.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $5,279 | $2,099+151.5% | $2,737+92.9% | $2,471+113.6% |
| Participant deferral / active EE | $6,268 | $2,768+126.5% | $3,709+69.0% | $3,740+67.6% |
| Admin fee / account holder | $19,550 | $2,878+579.3% | $3,845+408.4% | $5,306+268.4% |